Creating Campaigns to Launch Questionnaires

Campaigns enable you to automatically generate questionnaire records for specific assessment targets. For example, if the target of the questionnaire is a Devices application, the campaign can create questionnaire records for all devices in a production environment. Campaigns may be configured to populate questionnaire records with the year, quarter, and due date of the assessment, along with the assigned submitter and reviewer. Recurring campaigns can be launched, and multiple campaigns may be created for each questionnaire.

In addition, you can create rules that determine which specific records in the target application require the creation of a questionnaire record. For example, you can define a rule that generates questionnaire records only for vendors with an active status. If you do not define any target generation rules, the campaign creates questionnaire records for every record in the target application.

You can create campaigns that are generated automatically or manually.

• Automatic campaigns can be recurring or scheduled. A recurring campaign creates a campaign that is evaluated when the specified target record is saved. A scheduled campaign creates a campaign that is run on a schedule.
• Manual campaigns are initiated by a user, which triggers the creation of questionnaire records.

Prior to launching a campaign, you can make any necessary changes to the campaign, including adding or editing target generation rules. After a manual campaign is launched, you cannot make further changes. If you need to modify a manual campaign after it is launched, you must create a new campaign.

Create a campaign to launch a questionnaire

1. From your questionnaire, go to Configurations tab > Campaigns tab > click .
2. Enter a name and description.
3. In the Status field, select the applicable Campaign status.
4. In the Type field, select 1 of the following:

The following table describes the options.

Option	Description
Manual Campaign	Creates a campaign that must be run by the user.
Recurring Campaign	Creates a campaign that is evaluated when the specified target record is saved.
Scheduled Campaign	Creates a campaign that is run on a scheduled basis.

5. In the Optional Campaign Attributes section, select default values.

   Note: The target application must contain a User/Groups List or Record Permissions field to assign the submitter and reviewer for each questionnaire record triggered by the campaign. When the campaign triggers the creation of a questionnaire record for a specific asset, such as a database server, the owner of that asset automatically is assigned as the submitter for the questionnaire record.

6. Create a target generation rule to filter the list of specific targets that need to be assessed. In the Target Generation Conditions section, do the following:
   1. In the Field To Evaluate column, select the field to evaluate for 1 or more specific values.

      To create additional conditions, click .

   2. In the Operator column, select the filter operator.
   3. In the Value(s) column, select the values for the condition.
   4. (Optional) If you have created more than 1 condition, you can apply advanced logic to your search criteria.
7. (Optional) If you are creating a Scheduled campaign, in the Schedule Properties section, select values from the Recurring, Day, Time, and Time Zone lists.